KCPAG Financial Advisors provides personalized investment advice, including financial planning and asset management. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Asset management involves continuous supervision of client accounts, with investment strategies tailored to individual goals. KCPAG also refers clients to third-party money managers.
Assets Under Management$19M
Clients425
Advisors14
Avg. per Client$45K
Avg. per Advisor$1.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $750K | 0.90% |
| $750K - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable based on client type, complexity, potential for additional deposits, relationship with the advisor, and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...